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Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.

MarketWatch· Britney Nguyen· Jun 11, 2026 · 8:48 PM
Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

This is a summary. Read the complete story at MarketWatch below.

Read full article at MarketWatch

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